• Held full tax responsibility, preparing personal, corporate, and partnership taxes and input returns and balance sheets. • Performed monthly payroll processing, accounting and accounts payable for customers using ACS or QuickBooks. • Actively market tax and accounting services to potential customers. • Help customers identify problem areas in their business to improve their profits. • Facilitated QuickBooks training for potential new customers. • Managing support staff. • Remote work environment since March, 2019. • Using technology to remote in to customer’s computers. • Working remote since March 2020. • Supervise interns and temp staff on projects that need to be done. • Audit for customers federal, state, work comp, and unemployment.

• Streamlined financial processes and initiated and maintained cost control features and process improvements for accounting principles, practices, and procedures. Managed commercial banking relationships. • Prepared monthly financial statements, managing all aspects of accounts payable, cash disbursements, invoicing, billing, customer credits and collections, payroll, perpetual inventory accuracy, fixed asset records, general and entity accounting, and cost accounting. • Ensured timely and accurate recording of all transactions, implementing internal audits, controls, and checks across all departments. • Prepared financial reports and presented findings and recommendations to management. • Liaised with external audit firms, banks, insurance companies, credit card companies, and collection agencies, serving as initial point of contact for all accounting matters. • Changed processes that saved company $3,000 annually plus freed up more time for employees.

Oversaw all aspects of a tax and accounting firm, preparing personal and business tax returns for 300+clients. Provided corporate accounting services as well as expertise regarding business startup. Developed customized financial statements along with investment, tax, and retirement plans for clients; offered recommendations on controlling costs and tax liabilities. Represented clients during audits with the State of Michigan and Internal Revenue Service.> Built the firm from the ground up, personally recruiting all clients, establishing processes to streamline workflow, and developing internal training programs and materials.> Educated clients in controlling expenses, improving profits, and deriving value from their businesses.> Supported new businesses in establishing themselves and growing to $1M+ in sales.

Gradually rose in ranks of family-owned accounting and tax firm from entry-level accountant to accounting and tax manager in charge of eight employees. Lead the tax team in preparing personal and business tax returns for 1000+ clients. Led the accounting team in preparing customized financial statements for over 130+ clients. Offered recommendations on controlling costs and taxes. Represented clients during audits with the State of Michigan and Internal Revenue Service (IRS).> Designed and implemented client loyalty programs to generate new business and maximize retention.> Researched the concept of eliminating the data entry department and having each accountant input their own jobs. Sold the concept to management with potential savings to the company in excess of over $ 50,000 per year.> Developed pre-set formulas to use with Excel Spreadsheets for each client’s work papers. Each job set up this way saved the company more than $ 25.00 per job per month.